PRICING · ANNUAL FIRST · FIRST MONTH FREE

Read the real thing for a month. Then decide whether it is worth anything to you.

Every subscription is access to the operation I run for my own investing, annual-first, because the value compounds: the longer you follow the work, the better you read the market yourself. The first month costs nothing and you see the actual product, not a trimmed-down trial. If it does not earn its place, walk away having paid nothing.

01Which one is yours?

Find yourself in one line, then read the detail underneath.

Most people know which row they are on before they finish reading it. Everything below this table is the same four options in more detail, so if the row you want is obvious you can stop here and start the free month.

You are...Best fitPrice

Wanting the models and the portfolio, and doing your own reading around themMacro & Megacaps: Signals$3,000/yr

Wanting the portfolio and the market context, fundamentals and deep dives behind itMacro & Megacaps: Signals & Research$5,000/yr

Wanting a second portfolio that behaves differently when equities fallCommodities, $3,000 on its own, or $2,000 added to either MM tier$2,000/yr

Prices only rise, but never yours

Increases are pre-announced and tied to coverage milestones or record age, never the calendar. Every cohort keeps its joining price for as long as it stays, so arriving early is permanently rewarded.

First month free, and we remind you

Annual plans start with a free month, card on file. One reminder lands three days before it is ever charged. No silent billing, no dark patterns. Cancel in-month and pay nothing.

Prices exclude VAT

Listed prices are the price of the subscription itself. VAT and any other applicable taxes are shown separately at checkout where they apply.